+208.1%
LRCX vs VTI
+20.9%
+187.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.3% | +5.4% | +6.1% |
| 7D | +1.9% | +0.1% | +1.8% | +1.5% |
| 30D | +0.1% | 0.0% | +0.1% | 0.0% |
| 3M | -8.5% | +2.0% | -10.5% | -12.6% |
| 6M | +38.1% | +13.0% | +25.1% | +0.5% |
| YTD | +80.1% | +13.9% | +66.1% | +28.5% |
| 1Y | +208.1% | +20.0% | +188.1% | +86.5% |
| All | +208.1% | +20.9% | +187.2% | +86.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VTI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling